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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,120 | $198,260+32.7% | - | $138,895+89.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | - | 79.9%+20.1pp |
| Annual return | 24.17% | 734.64%-710.5pp | - | 145.39%-121.2pp |
| Employer contribution / active EE | $21,780 | $6,031+261.1% | - | $4,194+419.3% |
| Participant deferral / active EE | $10,000 | $4,542+120.1% | - | $6,396+56.3% |
| Admin fee / account holder | $0 | $7,792-100.0% | - | $12,562-100.0% |